Getting Started with TeuPortal
A quick guide to get you started in under 2 minutes
Beta Program
At TeuPortal, we are currently running an exclusive beta program for selected clients. This lets us align expectations carefully and make sure each early rollout is useful for the firms involved.
We typically respond within the same day or within 48 hours at most so we can assess fit properly and onboard firms carefully.
How to Get Started
If you have been invited to join the beta, here is the fastest way to get started with your first TeuPortal setup.
Sign In
Use the Administration Portal link you received and sign in with one of the supported authentication options. This automatically creates your personal TeuPortal account.
Automatic account creationCreate Your Company
Once your account is ready, create your company profile, add the main business details, and upload your logo.
Quick company setupAlmost there!
Now you can add colleagues who belong to your company and set up your first client workspace.
Add colleagues to your account so they can help manage the portal.
Create your first client profile and upload their logo if needed.
Set up a dedicated folder for that client’s documents.
Upload and share your first file with the client.
And there you go!
In just a few minutes, you are ready to manage clients, streamline communication, and start building a cleaner document workflow with TeuPortal.